Add fixed costs (rent, software, retainers)

Fixed costs are the recurring or one-off business costs that are not tied to a single order, like rent, software, insurance, and agency or marketing retainers. By default they come out of your overall monthly profit, not each order. Fixed costs are available on the Pro plan and up.

Steps

1. Open Cost rules, then Fixed costs (/app/costs/fixed-costs).
2. Click Add cost.
3. Enter a name (for example "Shopify Plus" or "Email tool"). You can also pick a category: Platform (Shopify plan), Software, Marketing retainer, Rent, Insurance, Agency, Returns, or Other.
4. Enter the amount and choose how often it is charged: Monthly, Yearly, Weekly, Daily, One-time, Per order, Per item, or Percentage of revenue.
5. Set the start date. For a recurring cost this is also the billing day, and the cost is only counted from this date on.
6. Choose an Allocation. Leave it on "Business-level only" to subtract the whole cost from your monthly profit, or pick "Even across all orders", "Weighted by revenue", "Weighted by quantity", or "Specific location only" to spread it across orders instead.
7. Under "Applies to", choose Online Store only, POS only, or Shared across channels if the cost belongs to one sales channel.
8. Click Add cost. You can then open the cost to add an end date, notes, or switch it off.

What you should see

The new cost appears in the Costs list with its amount, frequency, allocation, and an Active badge. Your net profit on the dashboard drops by the cost's monthly value. A yearly cost is spread as one twelfth per month, a weekly cost counts about 4.3 times a month, and a one-time cost only affects the month of its start date.

Tip

Fixed costs sit below order-level profit. They reduce your net profit on the dashboard but do not change any single order's profit, unless you choose an allocation that spreads them across orders. To pause a cost without deleting it, open it and set its status to Inactive.